Today

Find a client

Type a name to look anyone up and read their whole history.

What to know before they walk in.

Listening. Tap Stop on the mic when you're done.

1 · How they feel since last time

saved ✓

2 · Evaluation: what the body looks like now

saved ✓

3 · What we did

Evaluation

Machines

Hands-on / tools

Treatment notes

saved ✓

4 · Re-evaluation (end of visit)

What balancedsaved ✓ What didn't balancesaved ✓ How they feel nowsaved ✓ They should come back for more time on task Next appointmentsaved ✓

Remember for next time (optional)

Ask them about this next visitsaved ✓ Add to “About them”saved ✓

Before you start: is this client flying today? After a joint pops they need a full night's sleep before flying. Fingers are not a big deal. Knees, hips, back and neck are.

This note is a

Listening. Tap Stop on the mic when you're done.

1 · Session beginning

Before you put hands on

How they've been since last time, what hurts today, what you see, what you're starting with.

2 · Session end

After the work is done

What you did, machines and settings, order of release, what changed on the re-check, how they felt.

Talking in the second box never touches the first. Write the chart once, at the end, from both.

The note

Talk it above, or type it here. Same chart either way.

Change password

Set a new password.

Current password New password (at least 8 characters) New password again

Settings

Appearance

Feedback

What should we change or fix?

Account

NoteScribe for staff

Unfinished notes

Notes and intake forms that were started and never finished. Tap one to pick it up where it left off — it leaves this list by itself when it's saved.

Things worth a look

The app checks its own records for the mistakes we have actually made before: notes filed with nothing in them, findings that contradict themselves, forms sitting in the wrong person's file, and dictated words that never reached a note. Nothing here is fixed automatically.

Blocked time

Block off time so everyone can see why it's not bookable — lunch, class, a meeting. Blocks show on the day view for the right person (or everyone).

Add a block

Who What for

From To

Repeats every week

Day

First day Last day (blank = no end)

Current blocks

Renewal reminders

Annual members renewing in the next 90 days who have not been reminded yet. The law says they get a written reminder before the card is charged.

Membership agreement

Which form

1 · Your information

Member's full name Date of birth Membership start date Phone Email

This member is under 18 (a parent or guardian must sign)

2 · Choose your membership

Other plan (say which)

3 · Billing term

Monthly Annual (5% off, paid in full)

Amount charged $ per Renewal date (annual plans)

The amount fills itself in from the plan and the billing term. You can change it if you need to.

4 · Please read each box

Initials

5 · Card on file

Name on card Billing ZIP

Last 4 digits of card Expiration MM YY

6 · Authorization and signature

Printed name Date

Client signature

7 · Parent or guardian

Parent or guardian full name Relationship to member Phone Email

Parent or guardian signature (this is the binding signature)

Read the full Terms & Conditions

Intake

Fill this out with the client, or hand them the screen to fill in and sign.

Client

Full name

Birthdate Phone

Email This client is under 18

Address

Street

City State ZIP

Emergency contact

Name Phone

Relationship

How you heard about us

Who referred you, or how did you find us? Their name

Health

Reason for coming in / main complaint Current conditions If you currently work out, what type of workout do you do? Are you flying today or in the next 24 hours?

If a joint is worked on you need a full night's sleep before you fly. Fingers are not a big deal; knees, hips, back and neck are. Tell your therapist about any flight coming up so we can plan your visit.

Past injuries or surgeries Medications Allergies Pregnant?

Implants and things under the skin

Check anything that applies. These matter for the machines we use and where we press, and many are easy to forget.

Electronic devices

Pacemaker or defibrillator Nerve or spinal cord stimulator Insulin pump or glucose monitor Cochlear implant Implanted pain pump Port under the skin

Metal in the body

Joint replacement (hip, knee, shoulder) Plates, screws, rods, or pins Hernia mesh

Hormone and medication implants

Hormone pellets Birth control implant in the arm IUD

Cosmetic and surgical

Breast implants or breast surgery BBL or fat transfer Tummy tuck Liposuction Fillers or threads

Anything else under the skin, and where Anything else we should know

Parent or guardian (required for a client under 18)

Parent or guardian full name Relationship to client

Parent or guardian phone

I am the parent or legal guardian of the client named above, I am at least 18 years old, and I have the legal authority to make these decisions for this minor. I consent to Lorenz Total Wellness providing services to the minor, and the information on this form is accurate to the best of my knowledge.

For a client under 18, the parent or guardian signature below is the binding signature.

Consent and signature

I confirm the information above is accurate and I consent to treatment at Lorenz Total Wellness.

Who is filling this Signed name

Sign below

Worklist

Clients who may need a look.